2015 Certified Trade Mission to London, U.K. — June 29 – 30, 2015

2015 Certified Trade Mission to London, U.K.
For All Alternative Asset Fund Managers including Private Equity, Hedge Funds, Venture Capital, Real Estate & Infrastructure Fund Managers

June 29 to 30, 2015
London, U.K.

Objectives

  • Introduce U.S. Alternative Asset Fund Managers to the leading U.K. LPs who are currently investing and planning to invest in U.S. Alternative assets.
  • Create opportunities for intimate interaction between U.S. GPs and U.K. LPs
  • Minimum of Twelve Private LP:GP one-on-one matchmaking meetings for each U.S. participant

One and a half billion dollars plus has been raised by U.S. Fund managers on these Trade Missions in the past three years.

Summary

In cooperation with the U.S. Department of Commerce International Trade Administration, U.S. Commercial Service, the U.S. Embassy in London, you are invited to apply to join the U.S. Commerce Department Certified Trade Mission to London, which will introduce a small, select group of U.S. fund managers to meet pre-screened institutional investors from the U.K.’s largest insurance companies, pension funds, Foundations, high net worth individuals, and Family offices. The Mission is certified by the U.S. Department of Commerce, and organized by Katsof Consulting.

The Certified Trade Mission is not a conference. It is a tightly structured and very focused fund raising event designed to provide U.S. fund managers the opportunity to meet potential LPs in London from the largest Institutions and family offices.

Certified Trade Missions and similar events supported by the U.S. Commerce Department have attracted top funds from the U.S. Click here to see some of the funds that have attended in the past.

There have been fifty-five other Certified Trade Missions globally, to thirty-two cities, with the goal of helping promote U.S. economic growth by providing a forum to encourage and stimulate increased foreign business investment in the United States. Over five hundred U.S. based financial services general partners have traveled on one or more of the fifty-five certified trade missions to thirty-two cities around the world since 2012.

GP Delegate Selection Criteria

Attendees must be invited to participate in this mission. Invitees represent a select group of top U.S. private equity, venture capital, infrastructure, real estate, and hedge funds. The group will consist of senior executives and will have a mix of GPs with diverse investment strategies, sector focuses, and geographic preferences.

Attendance in the Certified Trade Mission to London, U.K. is limited to twelve U.S. Funds and a maximum of eighteen participants from these funds to maximize the level of overall access and one-on-one meeting opportunities with the institutional attendees. Based on past interest and participation, we expect demand to be very high. Attendees will be accepted on a rolling basis up until the deadline of June 5, 2015.

Alternative Asset Fund Managers—Private Equity, Hedge Funds, Real Estate, Infrastructure, and Venture Capital Funds—will be selected according to the following criteria:

  • Minimum of AUM $50 million
  • Diverse investment strategies, sector focuses and geographic preferences.
  • Sound management and accounting practices.

The Mission will provide:

  • One-on-one meetings with the leading U.K. investors.
  • An opportunity to meet institutional limited partner investors from the U.K.’s largest insurance companies, institutions, and pension funds.
  • An opportunity to meet investment managers of the leading family offices and high net worth individuals.
  • A forum to exchange ideas and strategies with investors, other U.S.-based fund managers, and policy-makers from both the United Kingdom and the United States.
  • Opportunities for intimate interaction between U.S. GPs and U.K. LPs.
  • Promote U.S. PE, infrastructure, real estate, VC, and alternative asset funds.
  • Introduce U.S. PE, infrastructure, real estate, VC, and alternative asset funds to U.K. LPs.

Benefits to Fund Managers

  • Exposure to top level U.K. investors in an exclusive setting.
  • Knowledge gained from U.K. investors.
  • Serve as a delegate in a U.S. government initiative aimed at promoting the nation’s leadership in private equity, hedge, alternative assets, venture capital, infrastructure, and real estate to foreign institutional investors.
  • Showcase your firm’s investment expertise directly to interested investors.
  • Direct, pre arranged LP:GP one on one match making meetings.

LP Participant Profile

U.K. LPs have been invited by the U.S. Embassy in London. We expect strong attendance from more than twenty highly qualified pension funds and insurance companies, banks, single- and multi-family offices, wealth management advisors, and high net worth individuals that either have an exposure to U.S. alternative assets or have expressed an interest in doing so in the future. This Certified Trade Mission will provide you the opportunity for one-on-one private meetings with each LP in attendance.

Six Hundred LPs have been identified as potential U.K. Institutional and family office attendees. The LP list will be qualified further once the U.S. delegation is selected to ensure compatibility with the U.S. Funds attending.


Partial Invitation List of Institutions:

  • Aberdeen SVG Private Equity
  • Abu Dhabi Capital Partners
  • Accel Capital Partners
  • Augusta Westland UK Pension
  • Allstate Investment Management
  • AMEC Pension Fund
  • Cambridge University Endowment Fund
  • Caparo Group Pension Fund
  • Cardiff and Vale of Glamorgan Pension Fund
  • Centrica Staff Pension Fund
  • Chubb Insurance Company of Europe
  • Chubu Electric Power Group
  • Church of England Pension Fund
  • CIBC Merchant Banking
  • Citi Private Bank
  • City of London Corporation Pension Fund
  • Close Brothers Asset Management
  • Clothworkers Company
  • Collabrium Capital
  • Coller Capital
  • Commonfund Capital
  • Connection Capital
  • Cornerstone Private Equity
  • Cornwall Council Pension Fund
  • Coutts & Co
  • Cygnus Investments
  • Dai- Chi Life Insurance
  • Dansk Bank
  • Deer Creek Advisors
  • DCD Group
  • Derbyshire County Council Pension Fund
  • E.ON UK Group Pension Fund
  • East Riding Pension Fund
  • Ecclesiastical Insurance Group
  • Edmundson Electrical Pension Scheme
  • Electra Partners
  • Epoch Wealth Management
  • Euler Hermes
  • Environment Agency Pension Funds
  • European Wealth Management Multi Family Office
  • F&C Private Equity
  • Gatemore Capital Management Multi Family Office
  • Georgieff Capital Investors
  • Global Wealth Management Group
  • Greater Manchester Pension Fund
  • Helvetia Wealth
  • Henderson Equity Partners
  • Hawksmoor Investment Management
  • Hamren- Larson Family Office
  • Grosvenor Estate
  • Ignis Asset Management
  • Key Capital Private
  • Kent County Super Annuation Fund
  • Libertas Capital Partners
  • Li Group
  • MdF Family Partners
  • Montpellier Group
  • Oak Tree Wealth management
  • Ocean Wilsons InvestmentsNestle UK Pension Fund
  • Pantheon International Participants
  • Partners Group
  • Pathway Capital Management
  • Pearson Group Pension Plan
  • Permal Capital Management
  • Peterhouse College Endowment
  • Pi Capital
  • Pinebridge Investments
  • Pomona Capital
  • PPM Managers
  • Quilter Cheviot
  • Railways Pension Trustee Company
  • Rathbone Investment Management
  • Robert Bosch
  • Rolls Royce Pension Fund
  • Royal London Group
  • Royal Mail Pension Plan
  • RSA Group
  • Samba Financial Group
  • Scottish Borders Council Pension Fund
  • SEB Wealth Management
  • Seligman Private Equity
  • SL Capital Partners
  • Souter Investments
  • Stafford Capital Partners
  • StepStone Group
  • Strategic Partners Fund Solutions
  • Syz Asset Management
  • The Family Office Co.
  • The Rushford Group
  • TY Danjuma Family Office
  • University of Aberdeen Endowment Fund
  • University of Manchester Superannuation Scheme
  • University of Warwick Endowment
  • Wates Family Holdings
  • Weybourne Partners
  • White Star Capital
  • Wimmer Family Office
  • Wise Investment
  • Wittingdon Investments

Agenda

Monday June 29, 2015

Arrival in London.
Check in at the five star luxury Conrad London St. James Hotel.
Evening at leisure.
9:00 PM Informal meeting of U.S. Delegates and U.S. Commerce Department in the hotel’s Executive Lounge.

Tuesday June 30, 2015
Certified Trade Mission
All Trade Mission events will be held at the Conrad London St. James Hotel

7:30 – 8:30 Breakfast in the Executive Lounge.

8:30- 9:00 Networking and Registration of U.S. GP delegates and U.K. LP delegates in the foyer of the Whitehall Ballroom.

9:00 – 12:00 One-on-one meetings, Whitehall Ballroom 1 & 2
Members of the U.S. delegation will meet one-on-one with each investment professional from the leading U.K. institutions, insurance companies, pension funds, and family offices. Each attendee will be given a schedule that will ensure he meets with each U.K. LP. Meetings will be approximately twenty minutes long.

12:00 – 1:30 Lunch, Whitehall Ballroom Foyer
A Buffet Lunch will be served. It will be an opportunity for the GPs and LPs to continue their discussions in an informal setting.

Check out and depart hotel. Extensions available upon request.

*The government of the United States, particularly the U.S. Department of Commerce and the U. S. Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The U.S. and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.